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AI Software & Applications

AI software and applications are the products that turn a model into a job someone will pay for — code assistants, document processing, drug discovery platforms, and vertical tools. Value here depends on distribution and data access rather than on model size.

85 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
526	Cerity Partners New York	$23K	$0	1	0%	Maintained
527	AC Avestar Capital New York	$22K	-$10.2K	1	0.02%	Reduced
528	Quadrant Capital Group Cincinnati, Ohio	$22K	$0	2	0.01%	Maintained
529	MC Miramar Capital Northbrook, Illinois	$21K	+$14.3K	1	0.02%	New
530	Advisory Services Network Atlanta, Georgia	$20K	-$125K	2	0%	Reduced
531	Covington Capital Management Los Angeles, California	$20K	+$8.99K	2	0%	Increased
532	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$20K	-$9.71K	1	0.01%	Reduced
533	RFA Reilly Financial Advisors La Mesa, California	$20K	-$6K	1	0%	Reduced
534	WA WealthTrust-Arizona Scottsdale, Arizona	$20K	$0	2	0.01%	Maintained
535	YWP YorkBridge Wealth Partners New York	$20K	-$2.42K	1	0.01%	Reduced
536	DWA Dorsey Wright & Associates Pasadena, California	$18K	+$3.39K	1	0.01%	Increased
537	EWM Endurance Wealth Management Providence, Rhode Island	$18K	$0	2	0%	Maintained
538	VCM Versant Capital Management Phoenix, Arizona	$18K	+$365	3	0.01%	Increased
539	WIM Westside Investment Management Santa Monica, California	$17.2K	$0	1	0.01%	Maintained
540	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$17K	-$490	1	0%	Reduced
541	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$16.1K	$0	2	0%	Maintained
542	Huntington National Bank Columbus, Ohio	$15K	+$11.1K	2	0%	Increased
543	PG Patten Group Chattanooga, Tennessee	$15K	+$883	1	0.01%	Increased
544	Whittier Trust South Pasadena, California	$15K	$0	2	0%	Maintained
545	FIB First Interstate Bank Billings, Montana	$14K	+$2.05K	1	0%	Increased
546	MSA Marino Stram & Associates Braintree, Massachusetts	$13K	$0	1	0.01%	Maintained
547	ESB Essex Savings Bank Essex, Connecticut	$12K	+$14.9K	1	0.01%	New
548	First Horizon Advisors Memphis, Tennessee	$11K	-$336	2	0%	Reduced
549	Stratos Wealth Partners Beachwood, Ohio	$11K	-$71K	1	0%	Reduced
550	Global Retirement Partners San Rafael, California	$10K	+$1.43K	1	0%	Increased